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A STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameA STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

A STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A STEP BEYOND A NONPROFIT CORP has sponsored the creation of one or more 401k plans.

Company Name:A STEP BEYOND A NONPROFIT CORP
Employer identification number (EIN):821368355
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-06-06
0012022-01-01VERONICA CASPER2023-06-26
0012021-01-01EDWARD ROJAS2022-04-06

Financial Data on A STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : A STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-090
Total liabilities as of the end of the plan year2025-05-090
Total liabilities as of the beginning of the plan year2025-05-090
Total expenses incurred by plan in this plan year2025-05-097836
Net assets as of the end of the plan year2025-05-0954631
Total assets as of the beginning of the plan year2025-05-0940327
Value of plan covered by a fidelity bond2025-05-0920000
Participant contributions to plan in this plan year2025-05-0916697
Other expenses paid from plan in this plan year2025-05-090
Other contributions to plan in this plan year2025-05-090
Other income to plan in this plan year2025-05-095443
Plan net income in this plan year2025-05-0914304
Net assets as of the end of the plan year2025-05-0954631
Net assets as of the beginning of the plan year2025-05-0940327
Employer contributions to plan in this plan year2025-05-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-09738
2024 : A STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-060
Total liabilities as of the end of the plan year2024-06-060
Total liabilities as of the beginning of the plan year2024-06-060
Total expenses incurred by plan in this plan year2024-06-062407
Net assets as of the end of the plan year2024-06-0640327
Total assets as of the beginning of the plan year2024-06-0621152
Value of plan covered by a fidelity bond2024-06-0620000
Participant contributions to plan in this plan year2024-06-0616395
Value of participant loans at end of plan year2024-06-061029
Other expenses paid from plan in this plan year2024-06-060
Other contributions to plan in this plan year2024-06-060
Other income to plan in this plan year2024-06-065187
Plan net income in this plan year2024-06-0619175
Net assets as of the end of the plan year2024-06-0640327
Net assets as of the beginning of the plan year2024-06-0621152
Employer contributions to plan in this plan year2024-06-060
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-06388
2022 : A STEP BEYOND A NONPROFIT CORP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-060
Total liabilities as of the end of the plan year2022-04-060
Total liabilities as of the beginning of the plan year2022-04-060
Total expenses incurred by plan in this plan year2022-04-0638
Net assets as of the end of the plan year2022-04-069644
Total assets as of the beginning of the plan year2022-04-060
Value of plan covered by a fidelity bond2022-04-0620000
Participant contributions to plan in this plan year2022-04-069311
Other expenses paid from plan in this plan year2022-04-060
Other contributions to plan in this plan year2022-04-060
Other income to plan in this plan year2022-04-06371
Plan net income in this plan year2022-04-069644
Net assets as of the end of the plan year2022-04-069644
Net assets as of the beginning of the plan year2022-04-060
Employer contributions to plan in this plan year2022-04-060
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0638

Potentially related plans

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